Getting Started with Foundation Source

A Guide for Wealth Advisors

Whether you are new to philanthropy or an experienced donor, your Foundation Source team is ready to assist you with our full complement of grantmaking services, administrative support,
and philanthropic advice. We will work closely with you, as well as your financial institution and outside advisors, to help your foundation reach its full potential.

Your Foundation Source team—consisting of a Private Client Advisor (PCA), an implementations specialist, a financial analyst, an attorney, and an accountant—will serve as your partners
in philanthropy, working with and for your foundation every day. We’ll help you make grants, process your expenses, record your foundation’s daily investment account activity,
prepare your tax returns and state filings, and provide any guidance you need to accomplish your philanthropic goals.

As a Foundation Source client, you also have access to our Philanthropic Directors. These seasoned private foundation experts can help you develop your foundation’s mission, organize and facilitate board meetings, draft or refine grant guidelines, or support decision- making at a major turning point. Much of their support is available at no additional charge, and should you need customized, in-depth advice, fee-based philanthropic consulting engagements are also available.

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ABOUT FOUNDATION SOURCE

Foundation Source is the nation’s largest provider of management solutions for private foundations. We empower people and companies to create a better world with their philanthropy through a configurable suite of administrative, compliance, and advisory services complemented by purpose-built foundation management technology and private foundation experts.

We work in concert with financial advisors, legal and accounting professionals, consultants and family offices, as well as directly with individuals, families, and corporations to bring philanthropic visions to life. As we celebrate our 20th year of service, Foundation Source supports nearly 2,000 family, corporate, and professionally staffed foundations of all sizes and has enabled more than $7 billion in charitable grants.

© 2021 Foundation Source Philanthropic Services Inc. All rights reserved.
The information provided in this document is for general information purposes only, and does not constitute legal, tax or investment advice.